See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 4 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 12 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BROWN & BROWN OF WA, INC DBA DIMART EIN 91-0378940 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Direct payment from the plan; Insurance brokerage commissions and fees; Insurance services; Consulting (general); Finders' fees / placement fees; Insurance agents and brokers Service code 15 | — | $721K |
| VIGILANT SERVICES, INC. EIN 93-0877675 SUBSIDIARY OF SPONSOR | Finders' fees / placement fees; Insurance brokerage commissions and fees; Consulting fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Insurance services; Direct payment from the plan; Contract Administrator; Insurance agents and brokers Service code 13 | — | $382K |
| VIMLY BENEFIT SOLUTIONS, INC. EIN 91-1603312 NONE | Direct payment from the plan; Copying and duplicating; Participant communication; Recordkeeping fees; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator Service code 10 | — | $251K |
| BOB HART INSURANCE INC DBA HART INS EIN 93-0519035 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $113K |
| ALDRICH BENEFITS LP EIN 20-0407135 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $106K |
| CSNW BENEFITS, AN ALERA GROUP AGENC EIN 81-4473358 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $97K |
| CONSILIUM BENEFIT ADVISORS EIN 93-0973312 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $83K |
| KPD INSURANCE, INC. EIN 93-0843355 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $73K |
| LAPORTE & ASSOCIATES, INC. EIN 93-0775110 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $67K |
| MJI INSURANCE/ HAGAN HAMILTON EIN 93-1067008 NONE | Insurance agents and brokers; Insurance brokerage commissions and fees; Direct payment from the plan Service code 22 | — | $65K |
| COMPENSATIONS SYSTEMS NW, INC EIN 42-1667380 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $38K |
| ROGUE BENEFIT PLANNING EIN 81-4526250 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $34K |
| JD FULWILER & CO. INSURANCE, INC. EIN 93-0983491 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $30K |
| WARD INSURANCE EIN 93-0963467 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $25K |
| KIBBLE & PRENTICE HOLDING CO DBA US EIN 91-1176315 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $25K |
| LUCAS BENEFITS GROUP, LLC EIN 84-1862787 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $25K |
| MONTGOMERY & GRAHAM, INC. EIN 91-1819536 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $19K |
| NFP CORPORATE SERVICES (NW), INC. EIN 93-1130365 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $18K |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC EIN 91-0614823 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $15K |
| BUSINESS INSURANCE NW, LLC EIN 45-3533969 NONE | Insurance agents and brokers; Direct payment from the plan; Insurance brokerage commissions and fees Service code 22 | — | $11K |
| STRATEGY INSURANCE, INC. NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | P.O. BOX 217 TROUTDALE, OR 97060 | $10K |
| BARLOW COUGHRAN MORALES & JOSEPHSON EIN 91-0889948 NONE | Legal; Direct payment from the plan; Consulting (general) Service code 16 | — | $9K |
| OAK TREE INSURANCE, INC. EIN 83-0884200 NONE | Direct payment from the plan; Insurance brokerage commissions and fees; Insurance agents and brokers Service code 22 | — | $7K |
| CASCADE SUMMIT INSURANCE EIN 45-5393247 NONE | Direct payment from the plan; Insurance agents and brokers; Insurance brokerage commissions and fees Service code 22 | — | $7K |
| BROWN & BROWN NORTHWEST INSURANCE EIN 93-0518576 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $6K |
| HUGGINS INSURANCE SERVICES, INC. EIN 93-1097978 NONE | Insurance brokerage commissions and fees; Insurance agents and brokers; Direct payment from the plan Service code 22 | — | $5K |
| PROPEL INSURANCE AGENCY, LLC EIN 91-0830024 NONE | Insurance brokerage commissions and fees; Direct payment from the plan; Insurance agents and brokers Service code 22 | — | $5K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 3,183 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 3,183 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHIELD OF OREGON | 5,142 | $26.0M |
| Dental | DELTA DENTAL OF WASHINGTON | 949 | $372K |
| Vision | VISION SERVICE PLAN | 1,404 | $120K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 16 | $914 |
| Prescription drug | REGENCE BLUECROSS BLUESHIELD OF OREGON | 5,142 | $26.0M |
| Other | LIFEMAP ASSURANCE COMPANY | 16 | $914 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,142 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
The primary broker changed. The plan may take a second-look pitch.
Broker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultant sales target.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
Multiple-employer welfare arrangement. It has its own regulatory and compliance rules.